+54.0%
HST vs NIO
-52.9%
+106.9%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.8% | +6.4% | +2.8% |
| 7D | +0.6% | +2.8% | -2.2% | +0.4% |
| 30D | +14.5% | -8.4% | +22.9% | +15.0% |
| 3M | +15.4% | -32.0% | +47.4% | +17.7% |
| 6M | +22.0% | -43.9% | +65.9% | +25.5% |
| YTD | +54.9% | -35.7% | +90.5% | +57.1% |
| 1Y | +54.0% | -51.1% | +105.1% | +56.3% |
| All | +54.0% | -52.9% | +106.9% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling